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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Spyglass Growth Strategy returned 24.63% in Q2 2026, outperforming the Bloomberg Midcap Growth Index's 14.05% as software stocks rebounded from the first quarter selloff and geopolitical tensions eased with the US-Iran ceasefire. The portfolio's earnings...
— James A. Robillard
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Other investors who've written on MKS Instruments, Inc.
The company posted solid earnings driven by robust demand in advanced semiconductor manufacturing and AI applications. Management refinanced its...
MKS Instruments was initiated as a new position to capture a normalization of semiconductor inventory and a massive AI-driven upcycle in wafer fabrication equipment spending. The manager expects...